--- title: "Report Subscriptions Page" slug: "report-subscriptions-page" description: "View all report subscriptions with status, name, report, recipients, and schedule on the Report Subscriptions page." updated: 2025-08-26T19:48:26Z published: 2025-08-26T19:48:26Z canonical: "docs.restaurant365.com/report-subscriptions-page" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Report Subscriptions Page The Report Subscriptions page provides tools for managing [report subscriptions](/doc/docs/email-subscription-record). Details for [report subscription records](/doc/docs/email-subscription-record) are listed, such as status, name, report, and recipients. From this page users can perform the following actions: - View Report Subscriptions - [Create Report Subscriptions](/doc/docs/report-subscriptions-create-a-subscription) - [Edit Report Subscriptions](/doc/docs/report-subscriptions-edit-and-send-a-subscription) - [Delete Report Subscriptions](/doc/docs/delete-a-report-subscription) - [Send Report Subscriptions](/doc/docs/send-a-report-subscription) - [Clone Report Subscriptions](/doc/docs/clone-a-report-subscription) - [Activate or Deactivate Report Subscriptions](/doc/docs/activate-or-deactivate-a-report-subscription) --- ## Security **Report Subscription permissions are found in the permission tree as follows:** - **Reporting** - **Report Subscriptions** - View Report Subscriptions - Edit Report Subscriptions - Create Report Subscriptions - Delete Report Subscriptions > Within report subscriptions, user will only be permitted to create or view Reports that they have access to. These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Navigation ****Navigation Menu**** 1. Open the **Reports** app. 2. From the menu, click **Report Subscriptions**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U9MPS0HH.png) ****My Report Page**** 1. Open the **Reports** app. 2. Open **My Reports**. 3. Click the **Report Subscriptions** button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YP4XPF01.png) ****Search**** Navigate to pages with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **page name** in the R365 global search bar. 2. Select the page from the results list. > Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png) --- ## Buttons and Fields ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HL1MRC7R.png) | | **Field** | **Description** | | --- | --- | --- | | **1** | Add | Opens the [Report Subscription record](/doc/docs/email-subscription-record) where users can schedule reports to be sent automatically to the designated email addresses. | | **2** | Search | Searches the table for a specific report subscription using the entered text. | | **3** | Table Views | Opens the table view menu where users can save or edit the current table view. | | **4** | Filter | Opens the [Filter Columns](/doc/docs/working-with-smart-grids) window where users can create and apply filters to the table. | | **5** | Columns | Opens the [Columns](/doc/docs/working-with-smart-grids) window where users can select the checkboxes for columns to show in the table or clear checkboxes for columns to hide. | | **6** | More Actions | Opens additional table options: - **Row Height** - Adjusts the height of the rows, allowing users to choose whether they want to see more or less space between the rows. Options include small, medium, and large. - **Export to Excel** - Exports the table as a .CSV file and downloads the spreadsheet to the user's device. - **Refresh Data** - Reloads the table to show the most up-to-date information. | | **7** | Report Subscription Management Table | Displays all report subscriptions, including active and inactive subscriptions. | --- ## Report Subscriptions Table The table below describes all available columns in the Report Subscription Management table. The columns can be adjusted to customize the order in which they appear. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/6563fabe-e5d2-4b04-925c-f6e780d4e459.png) | **Column** | **Description** | | --- | --- | | Select | Selecting one or more reports enables bulk edit and send options, allowing users to [edit or send configured report subscriptions.](/doc/docs/report-subscriptions-edit-and-send-a-subscription) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9RCOCD31.png) \| **Send Now** \| Sends the selected report subscriptions. > [!NOTE] > Completing this action will not affect the next scheduled time set for the report subscription. \| \| --- \| --- \| \| **Edit Selected** \| Opens the bulk edit menu where users can choose from the following options: - **Activate** - updates the status of selected subscriptions to active. Subscriptions will begin sending at the scheduled occurrence. - **Deactivate -** updates the status of the selected subscriptions to inactive. Subscriptions will not be sent while a subscription is inactivated. - **Delete** - deletes the selected subscriptions. > This action cannot be undone. \| | | **Send Now** | Sends the selected report subscriptions. > [!NOTE] > Completing this action will not affect the next scheduled time set for the report subscription. | | **Edit Selected** | Opens the bulk edit menu where users can choose from the following options: - **Activate** - updates the status of selected subscriptions to active. Subscriptions will begin sending at the scheduled occurrence. - **Deactivate -** updates the status of the selected subscriptions to inactive. Subscriptions will not be sent while a subscription is inactivated. - **Delete** - deletes the selected subscriptions. > This action cannot be undone. | | Subscription Name | Name assigned to the subscription. | | Status | Indicates whether the subscription is active or inactive. Inactive subscriptions will not be sent at the schedule set on the [report subscription record.](/doc/docs/email-subscription-record) | | Report | Displays the name of the report generated by the subscription. | | Recipients | Displays the email addresses to which the report is sent. | | Subject | Displays the text that appears in the Subject line of the email that contains the generated report. | | Last Sent | Date and time when the report was last generated and sent to recipients. | | Next Scheduled | Future date and time when the report will be generated and sent to recipients. | | Report View | Displays the name of the report view selected for the report when the subscription was created. | | Report Type | Indicates the type of report. Possible entries include: My Report, CFR Report, CFR Package. | | Created By | Displays the user who created the subscription. | | Created On | Date and time when the subscription was created. | | Modified By | Displays the user who last edited the subscription. | | Modified On | Displays the date and time when the subscription was last edited. | | More Actions | Opens an additional actions menu which allows the user to perform the following actions: - **Edit** - Opens the [Report Subscription Record](/doc/docs/email-subscription-record) where details about the subscription can be updated. - **Delete** - Deletes the subscription and removes it from the table. - **Deactivate / Activate** - Changes the activation status of the subscription. - **Clone** - Makes a copy of the subscription that can be edited as needed. | Access rights granted to users or user roles that dictate what actions they can perform within the system. Structured documents that provide insights and summaries of various operational metrics and financial data.